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Invesco FTSE RAFI Developed Markets ex-US ETF
PXF

176 hedge funds and large institutions have $1.39B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

13% more capital invested

Capital invested by funds: $1.23B → $1.39B (+$163M)

11% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 54

5% more funds holding

Funds holding: 167 → 176 (+9)

2.86% more ownership

Funds ownership: 80.16% → 83.02% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
60
Reduced
54
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$56M
2
Bank of America
Bank of America
North Carolina
+$13.9M
3
CSIA
Charles Schwab Investment Advisory
California
+$9.8M
4
Jane Street
Jane Street
New York
+$4.66M
5
KW
KWB Wealth
California
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$12.2M
2
MML Investors Services
MML Investors Services
Massachusetts
-$9.38M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.33M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.8M
5
FTUS
Flow Traders U.S.
New York
-$4.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$4.43M -$120K -2,698 -3%
FVWA
27
Foster Victor Wealth Advisors
South Carolina
$4.11M -$336K -7,559 -8%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$3.91M -$400K -9,007 -10%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.69M +$30.2K +679 +0.9%
VPP
30
Vertex Planning Partners
Illinois
$3.59M +$387K +8,711 +13%
US Bancorp
31
US Bancorp
Minnesota
$3.48M -$420K -9,454 -11%
WA
32
Waverly Advisors
Alabama
$3.46M – – –
UBS Group
33
UBS Group
Switzerland
$3.44M +$119K +2,669 +4%
VP
34
Verum Partners
North Carolina
$3.15M -$201K -4,518 -6%
BCG
35
Breakwater Capital Group
New Jersey
$3.13M +$32.6K +733 +1%
GT
36
Glenmede Trust
Pennsylvania
$3.1M -$58K -1,306 -2%
AIC
37
Archer Investment Corporation
Indiana
$3.03M -$76.3K -1,718 -3%
N
38
Natixis
France
$2.33M +$4.93K +111 +0.2%
CAN
39
Cetera Advisor Networks
California
$2.31M -$32.5K -731 -1%
Creative Planning
40
Creative Planning
Kansas
$2.28M -$161K -3,615 -7%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.19M +$621K +13,987 +43%
FAIM
42
Financial Advocates Investment Management
Washington
$2.13M -$280K -6,295 -12%
PO
43
Private Ocean
California
$1.99M – – –
MML Investors Services
44
MML Investors Services
Massachusetts
$1.93M -$9.38M -211,140 -84%
RTL
45
Red Tortoise LLC
Georgia
$1.81M +$11.6K +261 +0.7%
SWM
46
Shakespeare Wealth Management
Wisconsin
$1.73M -$215K -4,834 -12%
NSG
47
Nalls Sherbakoff Group
Tennessee
$1.7M -$41.8K -941 -3%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.65M +$38.6K +869 +3%
CWM
49
Cornerstone Wealth Management
Missouri
$1.41M +$160K +3,602 +14%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.4M +$786K +17,690 +150%
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PXF Hedge Fund Activity: Q4 2023 in Review

176 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) for Q4 2023, worth a combined $1.39B — up 13% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PXF positions and 9 closed out — a net gain of 13 holders — while 60 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $56M. The largest seller was Invesco, cutting an estimated $12.2M.

  • 176 institutional investors held Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) as of Q4 2023, up from 167 in Q3 2023.
  • Funds reported $1.39B of Invesco FTSE RAFI Developed Markets ex-US ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 22 funds opened new Invesco FTSE RAFI Developed Markets ex-US ETF positions in Q4 2023 and 9 closed out, a net change of +13 holders.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $56M added.
  • The largest Invesco FTSE RAFI Developed Markets ex-US ETF seller in Q4 2023 was Invesco, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2023.